Disclaimer This presentation contains forward-looking statements which reflect the current views of the management of Klöckner & Co SE with respect to future events. They generally are designated by the words “expect”, “assume”, “presume”, “intend”, “estimate”, “strive for”, “aim for”, “plan”, “will”, “strive”, “outlook” and comparable expressions and generally contain information that relates to expectations or goals for economic conditions, sales proceeds or other yardsticks for the success of the enterprise. Forward-looking statements are based on currently valid plans, estimates and expectations. You therefore should view them with caution. Such statements are subject to risks and factors of uncertainty, most of which are difficult to assess and which generally are outside of the control of Klöckner & Co SE. The relevant factors include the effects of significant strategic and operational initiatives, including the acquisition or disposition of companies. If these or other risks and factors of uncertainty occur or if the assumptions on which the statements are based turn out to be incorrect, the actual results of Klöckner & Co SE can deviate significantly from those that are expressed or implied in these statements. Klöckner & Co SE cannot give any guarantee that the expectations or goals will be attained. Klöckner & Co SE – notwithstanding existing obligations under laws pertaining to capital markets – rejects any responsibility for updating the forward-looking statements through taking into consideration new information or future events or other things. In addition to the key data prepared in accordance with International Financial Reporting Standards, Klöckner & Co SE is presenting non-GAAP key data such as EBITDA, EBIT, Net Working Capital and net financial liabilities that are not a component of the accounting regulations. These key data are to be viewed as supplementary to, but not as a substitute for data prepared in accordance with International Financial Reporting Standards. Non-GAAP key data are not subject to IFRS or any other generally applicable accounting regulations. Other companies may base these concepts upon other definitions. 2

01 • • • • • Highlights Markets in Q3 continued to be weak in Europe (-2.1% yoy)* but improved in the US (+4.6% yoy)** Klöckner & Co turnover decreased by 8.3% yoy also due to restructuring measures (-4.9%p) and further reduction of commodity business; sales down by 13.4% yoy Gross profit margin improved from 16.6% to 18.5%. Gross profit declined consequently significantly less than sales by 3.2% to €296m EBITDA of €39m (before restructuring) met guidance of €30-40m also without €6m one-off from the release of pension accruals Restructuring program KCO 6.0 far advanced: 61 out of 71 sites closed and HC reduced by more than 2,000 since 9/2011; all measures to be implemented by the end of 2013 • Optimization measures KCO WIN with EBITDA-contribution of €20m in 2014 and additional €30m in 2015 onwards initiated • FY-EBITDA target of €140m (before restructuring) and positive FCF confirmed * Source: Eurometal; turnover of distribution in Q3 in Europe yoy. ** Source: MSCI; turnover of distribution/SSC in Q3 in the US yoy. 5

01 Restructuring program KCO 6.0 on track and far advanced Measures • • • • • • • Remaining measures in France and the US (optimization after integration of macsteel) to be implemented by the end of the year Total headcount reduction 2,200 = 19% (2,000 already realized) Total site closures 71 = 24% (61 already closed or sold) Total cost reduction of €190m (€107m realized) Total annual EBITDA-impact of ~€160m (€94m realized) Reduction of NWC by >€170m largely realized Additional cost of approximately €25m mainly offset by NWC release €51m 2011-2012 2013 €43m €65m €45m 2014 already realized 6 Total annual EBITDA-impact of ~€160m

SERVICES MARKETS 01 KCO WIN measures support our unchanged long-term strategy US CH + BSS EUROPEAN GENERAL LINE KCO WIN Growth market is the US where re-shoring of manufacturing will be driven by low energy and labor costs Profitable business units in Switzerland and BSS should grow further and stabilize their high earnings level Profitability of European general line distribution business has to be improved short-term  Transformation towards higher value-added services also to integrate more into the supply chains of our customers  PRODUCTS Competitive advantage against smaller and mid-size competitors by providing a brought range of multi metals and services through widespread net work structure Improvement of product portfolio by reducing commodities further and increasing sales of higher margin products 9 

03 Current trading and outlook • Europe • • • US Brazil • • • China • Outlook for construction is mixed: Further recovery in U.K. expected, housing in Germany remains relatively strong but also non-res is gaining some momentum, NL seems to be through the trough, Switzerland remains healthy and France weak Automotive continues to be weak in France, is improving slightly in Germany and doing well in UK After mechanical engineering dropped significantly in the beginning of this year especially in Germany market is currently gaining momentum into 2014 through pent-up demand and improving exports Automotive, energy, HVAC, shipbuilding and residential construction were strong this year, while military equipment, non-res construction, mining, yellow goods were weak Picture will not change significantly for the most sectors except non-res construction where volumes should pick-up slightly Appliances, agricultural equipment and non-res construction are expected to stay strong, whereas demand for industrial machines, sugar mills, electronics and residential construction remain low Engineering, energy, port equipment and railway continues to be strong, whereas mining equipment and construction machinery business are expected to remain weak China's policy remains to discourage exports of primary steel products; instead, exports of value-added products, such as steel components, machinery, heavy equipment, marine oil-drilling platforms are being supported. In this area significant growth is expected 21

03 • Outlook Q4 2013 • Turnover and sales to be seasonally lower but less pronounced because of improving outlook in the US • EBITDA guidance of €30m before restructuring driven by further restructuring effects kicking in • FY 2013 • Turnover and sales expected to come in below prior year`s level mainly due to weaker markets in H1 and restructuring impact • • • EBITDA target at last year`s level of €140m before restructuring costs confirmed Free cash flow expected to be again meaningful positive Net debt again to be reduced further yoy despite restructuring cash-outs 22

Our Symbol the ears attentive to customer needs the eyes looking forward to new developments the nose sniffing out opportunities to improve performance the legs always moving fast to keep up with the demands of the customers the ball symbolic of our role to fetch and carry for our customers

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